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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
426
Core Wealth Advisors (Florida)
Florida
$11M -$59.2K -622 -0.6%
CIM
427
CIM Investment Management
Pennsylvania
$10.9M +$139K +1,459 +1%
AWE
428
Avidian Wealth Enterprises
Texas
$10.9M -$4.04M -42,387 -28%
PFM
429
Phillips Financial Management
Indiana
$10.9M -$340K -3,572 -3%
MIC
430
Means Investment Company
Maine
$10.9M -$306K -3,212 -3%
RIA
431
Regal Investment Advisors
Michigan
$10.8M +$261K +2,743 +3%
MA
432
Montag & Associates
Georgia
$10.8M -$2.69M -28,288 -21%
EWA
433
EP Wealth Advisors
California
$10.7M -$1.54M -16,167 -29%
IAN
434
Integrated Advisors Network
Texas
$10.6M +$40.8K +429 +0.4%
LNC
435
Lincoln National Corp
Pennsylvania
$10.6M +$1.39M +14,554 +16%
AF
436
Apexium Financial
Texas
$10.6M +$830K +8,721 +9%
IWS
437
Insight Wealth Strategies
California
$10.6M -$57.2K -601 -0.6%
MFC
438
Morris Financial Concepts
South Carolina
$10.6M +$417K +4,384 +4%
GSIS
439
Global Strategic Investment Solutions
Arizona
$10.5M -$11.9K -125 -0.1%
PI
440
Pachira Investments
California
$10.5M +$9.3M +97,654 +1,269%
CPW
441
Crestmont Private Wealth
Texas
$10.5M +$841K +8,836 +9%
LFS
442
Legacy Financial Strategies
Kansas
$10.5M -$40.6K -426 -0.4%
FBT
443
First Bank & Trust
South Dakota
$10.5M – – –
PHAM
444
Palisades Hudson Asset Management
Florida
$10.5M -$234K -2,455 -2%
CTC
445
Central Trust Company
Missouri
$10.5M -$1.51M -15,874 -13%
BA
446
Bristlecone Advisors
Washington
$10.4M +$47.8K +502 +0.5%
NPF
447
Norris Perne & French
Michigan
$10.4M +$392K +4,118 +4%
PSCM
448
Per Stirling Capital Management
Texas
$10.4M -$392K -4,119 -4%
PAM
449
Peninsula Asset Management
Florida
$10.3M -$17.1K -180 -0.2%
CWM
450
Curi Wealth Management
North Carolina
$10.3M +$481K +5,052 +5%
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